ST LOUIS PARK, MNPosted a month ago

Job summary

• Job post source

  This job is directly from Affiance Financial

• Job overview

  The Client Support Manager at Affiance Financial plays a vital role in managing the Client Service Specialists while also providing direct client support, ensuring efficient service for investment accounts.

• Responsibilities and impact

  Daily responsibilities include managing the Client Service Specialists, ensuring compliance with service activities, onboarding new clients, resolving client issues, and processing investment-related paperwork.

• Compensation and benefits

  The position offers a competitive salary based on experience, along with firm-sponsored medical, dental, and life insurance, a 401(k) plan with employer contributions, paid holidays, and reimbursements for continuing education.

• Experience and skills

  Candidates should have a bachelor's degree and 3-5 years of experience in financial planning or investment management, with strong customer service skills and proficiency in Microsoft Office; securities or insurance licenses are preferred but not required.

• Career development

  Opportunities for professional growth include performance reviews and potential career advancement within the firm, supported by ongoing education reimbursements.

• Work environment and culture

  Affiance Financial promotes a business casual work environment and values community involvement through a matching gift program.

• Company information

  Affiance Financial, based in St. Louis Park, Minnesota, is a registered investment adviser offering customized financial planning services, adhering to high ethical standards and compliance with regulations.

• Team overview

  The candidate will lead a team of Client Service Specialists, conducting performance reviews and ensuring effective service delivery.

• Job location and travel

  The position is located in a professional office environment in St. Louis Park, Minnesota, with no specific travel requirements mentioned.

• Application process

  Interested candidates should email their resume to careers@affiancefinancial.com for application.

• Unique job features

  This role uniquely combines management responsibilities with direct client service, providing a diverse range of tasks and opportunities for impact.

Company overview

Affiance Financial is a financial planning and wealth management firm that provides personalized financial strategies to individuals, families, and businesses. The company generates revenue through advisory fees, investment management, and comprehensive financial planning services tailored to clients' unique goals and circumstances. Established in 2001 and based in Minnesota, Affiance Financial emphasizes a client-centric approach, focusing on long-term relationships and transparent communication. Their team of experienced advisors specializes in areas such as retirement planning, estate planning, and tax strategies, ensuring holistic financial solutions for their clientele.

How to land this job

• Tailor your resume to highlight your leadership experience and ability to manage client service teams, as this is a key responsibility of the Client Support Manager role at Affiance Financial.

• Emphasize your strong customer service orientation, excellent communication skills, and detail-oriented approach, as these are critical for providing prompt support to clients.

• Apply through multiple platforms, including Affiance Financial's corporate site and LinkedIn, to maximize your chances of being noticed for the position.

• Connect with professionals in the client service division at Affiance Financial on LinkedIn to learn more about the role and the company culture. Ice breakers could include asking about their experience at Affiance or mentioning a relevant article you read about the financial planning industry.

• Optimize your resume for ATS systems by incorporating keywords from the job description such as 'client service', 'leadership', and 'financial planning' to improve your chances of passing initial screenings.

• Consider using Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, and you efficiently connect with key individuals in the company.